C

Covestor Portfolio holdings

AUM $181M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,955
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$833K
4
GLD icon
SPDR Gold Trust
GLD
+$664K
5
AYX
Alteryx Inc
AYX
+$561K

Top Sells

1
+$270K
2
+$266K
3
+$219K
4
RITM icon
Rithm Capital
RITM
+$193K
5
TRTN
Triton International Limited
TRTN
+$181K

Sector Composition

1 Technology 19.74%
2 Financials 12.23%
3 Industrials 11.41%
4 Healthcare 10.79%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$1K ﹤0.01%
28
-7
1952
$1K ﹤0.01%
74
-24
1953
$1K ﹤0.01%
6
1954
$1K ﹤0.01%
117
+50
1955
$1K ﹤0.01%
207
1956
$1K ﹤0.01%
23
+17
1957
$1K ﹤0.01%
123
1958
$1K ﹤0.01%
57
-4
1959
$1K ﹤0.01%
+205
1960
$1K ﹤0.01%
10
-5
1961
$1K ﹤0.01%
84
+41
1962
$1K ﹤0.01%
4
-5
1963
$1K ﹤0.01%
75
-30
1964
$1K ﹤0.01%
4
-6
1965
$1K ﹤0.01%
8
-9
1966
$1K ﹤0.01%
5
-7
1967
$1K ﹤0.01%
212
+38
1968
$1K ﹤0.01%
35
-1
1969
$1K ﹤0.01%
140
-5
1970
$1K ﹤0.01%
3
1971
$1K ﹤0.01%
9
-10
1972
$1K ﹤0.01%
51
-53
1973
$1K ﹤0.01%
13
-2
1974
$1K ﹤0.01%
30
+16
1975
$1K ﹤0.01%
32
+5
77 78
79
80 81